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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,927 | $29,319-4.8% | $52,425-46.7% | $82,448-66.1% |
| Participation rate | 13.1% | 46.9%-33.7pp | 55.6%-42.5pp | 68.1%-55.0pp |
| Annual return | 20.36% | 535.20%-514.8pp | 302.12%-281.8pp | 41.64%-21.3pp |
| Employer contribution / active EE | $431 | $586-26.5% | $914-52.8% | $2,551-83.1% |
| Participant deferral / active EE | $606 | $1,171-48.2% | $1,790-66.1% | $4,139-85.4% |
| Admin fee / account holder | $1,056 | $1,962-46.2% | $2,495-57.7% | $7,234-85.4% |